BC
BC

Beth Chessler

39 Years of Experience
Atlanta, GA
Broker

Beth Chessler is a registered investment advisor at Raymond James & Associates, INC., based in Atlanta, GA, with 39 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

3414 Peachtree Road NE, Suite 550, Atlanta, GA, 30326

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James & Associates, INC.
September 2016 - Present · 9 yrs 8 mos
Raymond James & Associates, INC.
September 2016 - Present · 9 yrs 8 mos
Raymond James & Associates, INC.Broker
September 2016 - Present · 9 yrs 8 mos
Previous Registrations
Deutsche Bank Securities INC.
May 2011 - September 2016 · 5 yrs 4 mos
Deutsche Bank Securities INC.Broker
May 2011 - September 2016 · 5 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - May 2011 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - May 2011 · 1 yr 7 mos
Banc of America Investment Services, INC.
June 2008 - October 2009 · 1 yr 4 mos
Banc of America Investment Services, INC.Broker
January 2004 - October 2009 · 5 yrs 9 mos
Wachovia Securities, INC.Broker
June 2002 - September 2002 · 3 mos
Wachovia Securities, INC.Broker
October 1988 - June 2002 · 13 yrs 8 mos
Johnson, Lane, Space, Smith & CO., INC.Broker
December 1984 - October 1988 · 3 yrs 10 mos
State Registrations14 states
ALARCACODCFLGAMONCNYSCTXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.